· Private foundation
Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92
Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 74% of ROBERT & DALE ROSEN CHARITABLE FOUNDATION TR U/A 8/05/92’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- Under $10k18 grants · $31k
- $10k–50k2 grants · $57k
- $50k–250k1 grant · $105k
Anchored by a single position — about 98% of reported assets are held in Ares Management Corp Cl A.
| Recipient | Amount |
|---|---|
| ADL | $104,600 |
| TEMPLE SHOLOM | $41,804 |
| JUMPSTART FOR YOUNG CHILDREN | $15,000 |
| GREENWICH HOSPITAL | $8,400 |
| COUNCIL ON FOREIGN RELATIONS INC | $7,500 |
| MT SINAI MEDICAL CENTER FOUNDATION | $5,000 |
| NY HISTORICAL SOCIETY | $4,550 |
| Individual grant recipient | $1,000 |
| FUNDACION MEMORIA DEL HOLOCAUSTO | $1,000 |
| FLORIDA HEBREW UNIVERSITY | $540 |
| CT AGAINST GUN VIOLENCE | $500 |
| Individual grant recipient | $500 |
| US AGAINST ALZHEIMERS | $260 |
| THE CENTER FOR DISCOVERY | $250 |
| SISTERGOOD UNDER THE SISTERHOOD | $250 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY19–24, $26k) land where the poverty rate runs at 9%, against an area that typically sits at 11%. 1% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Where the work is directed
The same grants, placed two ways — where each recipient sits, and where its stated purpose earmarks the money.
About 33% of Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92’s grant dollars are earmarked, by their stated purpose, for a different county than the recipient’s own address — money that lands at a nonprofit in one place but is meant to do its work in another. Read by recipient address, 47% of the giving stays in CT; read by stated purpose it is 25% — less of the work is directed home than the recipients' locations suggest.
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the foundation’s own 990 grant descriptions.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
50 repeat relationships — 11 still active in FY2024, 39 since wound down; 10 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 96% of grant dollars renewed an existing relationship; $9k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- GHGREENWICH HOSPITAL4× · 2020–2024 · $111k · revenue +17%
- UFUJA FEDERATION OF GREENWICH INC6× · 2018–2023 · $64k · revenue +83%
- COCOUNCIL ON FOREIGN RELATIONS INC7× · 2017–2024 · $59k · revenue +18%
Funded once
- NYNew York Universitygraduatedone grant, 2017 · $25k · revenue +76%
- WIWHAMNOW INCone grant, 2023 · $20k · revenue +3%
- AFAMERICAN FRIENDS OF ISRAEL MUSEUMone grant, 2018 · $6k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
Operate a state-of-the-art, world-class genomic research center that creates and uses advanced genomics to understand the genetic basis of disease. for more information, see schedule o.
The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.
The mission of the jewish museum is to collect, preserve, exhibit and interpret art and jewish culture. see schedule o for more information.
Biu produces students who excel in the sciences, humanities, law, engineering, business & the arts.
Chartered by a unanimous act of congress, the museum is america's national institution for the documentation, study, interpretation, and education of holocaust history and serves as our country's memorial to the victims of the holocaust.…
The university is composed of several colleges and schools providing undergraduate, graduate, professional and post-doctoral education and training and research and clinical programs.
Sanford burnham prebys medical discovery institute's mission is to advance the biomedical sciences by cultivating the next generation of scientific leaders, providing meaningful opportunities for researchers of all backgrounds to learn,…
The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…
Leadership in the prevention, treatment, and cure of cancer through excellence, vision and cost effectiveness in patient care, outreach programs, research, and education.
The graduate center foundation is committed to promoting and safe-guarding the success of the graduate center by raising funds and managing and investing donations for use by the graduate center. the board of trustees of the foundation…
The museum's mission statement is: "to discover, interpret, and disseminate - through scientific research and education - knowledge about human cultures, the natural world, and the universe."
Fairleigh dickinson university is a center of academic excellence dedicated to the preparation of world citizens through global education. the university strives to provide students with the multi-disciplinary, intercultural, and ethical…
For reference, the grantee most central to the portfolio’s shape is Uja Federation of Greenwich Inc and the most unlike its peers is Florida Hebrew University Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 41 years old; the field is 16. You back the established end — and your money leans older still.
The field is 22% startups (under 5 years old) — 1% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 13% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
83 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 83 of the 167 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds GREENWICH HOSPITAL ↗
- Who funds UJA FEDERATION OF GREENWICH INC ↗
- Who funds COUNCIL ON FOREIGN RELATIONS INC ↗
- Who funds MOUNT SINAI MEDICAL CENTER FOUNDATION ↗
- Who funds JUMPSTART FOR YOUNG CHILDREN INC ↗
- Who funds New York University ↗
- Who funds WHAMNOW INC ↗
- Who funds RIVERDALE NEIGHBORHOOD HOUSE INC ↗
- Who funds THE PHILHARMONIC SYMPHONY SOCIETY OF NY INC ↗
- Who funds WORLD OF CHILDREN INC ↗
- Who funds Friends of the Israel Movement for Progressive Judaism ↗
- Who funds INSTITUTE FOR THE STUDY OF GLOBAL ANTISEMITISM AND POLICY ↗
- Who funds THE CARROLL SCHOOL ↗
- Who funds ACCESSCIRCLES INC ↗
- Who funds IMPACTISRAEL INC ↗
- Who funds ANTI-DEFAMATION LEAGUE ↗
- Who funds UNTERMYER GARDENS CONSERVANCY INC ↗
- Who funds CROHN'S & COLITIS FOUNDATION INC ↗
- Who funds GREENWICH INTERNATIONAL FILM FESTIVAL INC ↗
- Who funds BREAST CANCER ALLIANCE INC ↗
- Who funds FRIENDS OF GREENWICH POINT ↗
- Who funds CT Against Gun Violence Inc ↗
- Who funds THE CENTER FOR DISCOVERY INC ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Jewish Communal Fund · Simon and Eve Colin Foundation · Oppenheim Family Fund Inc · The Bessemer Giving Fund · The Goldman Sachs Charitable Gift Fund · Eve & Simon Colin Family Foundation · The Driesman Charitable Trust · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · The Resource Foundation Inc · S & L Marx Foundation · Panwy Foundation Inc · The Jewish Federations of North America Inc
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92 funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.
- Laurel House Inc — 68% of income from government
- Christopher Reeve Foundation — 49% of income from government
- Jewish Family Services of Greenwich — 41% of income from government
- Connecticut Foodshare Inc — 5% of income from government
- Jewish Family Service of Stamford Inc — 2% of income from government
- Bruce Museum Inc — 0% of income from government
- Greenwich Hospital — 0% of income from government
- Pan-Massachusetts Challenge Inc — 0% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.